Strategy Performance

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As at 31/07/20251 Month3 Months1 Year3 Years p.a.5 Years p.a.Since
Inception p.a.
Ellerston Australian Emerging Leaders Strategy6.2%17.5%23.6%15.3%14.0%12.6%
S&P/ASX Small Ordinaries Accumulation Index2.8%9.7%11.5%7.1%7.7%5.2%
Alpha3.4%7.9%12.1%8.3%6.3%7.4%

Disclaimer

*Inception date of strategy performance is 1 October 2019. Strategy performance until 13 August 2021 is based off a mandate run for a large institutional client. From 16 August 2021, performance is then based off the return of the Ellerston Australian emerging Leaders Fund – Class A Units )ECL 6748AU), which was run pari-passu with the mandate. All returns assume a MER of 1.10% p.a. and a 20% performance fee. Past performance is not a reliable indication of future performance.

Strategy Performance

Download
As at 31/07/2025 1 Month3 Months1 Year3 Years p.a.5 Years p.a.Since
Inception p.a.
Ellerston Australian Emerging Leaders Strategy6.2%17.5%23.6%15.3%14.0%12.6%
S&P/ASX Small Ordinaries Accumulation Index2.8%9.7%11.5%7.1%7.7%5.2%
Alpha3.4%7.9%12.1%8.3%6.3%7.4%

Disclaimer

*Inception date of strategy performance is 1 October 2019. Strategy performance until 13 August 2021 is based off a mandate run for a large institutional client. From 16 August 2021, performance is then based off the return of the Ellerston Australian emerging Leaders Fund – Class A Units )ECL 6748AU), which was run pari-passu with the mandate. All returns assume a MER of 1.10% p.a. and a 20% performance fee. Past performance is not a reliable indication of future performance.